Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Perez is a registered representative with PFS Investments Inc. located in Middletown, New York. Richard has been in the securities industry for over 10 years. Richard has passed the Series 6, Series 63, and SIE exams. Richard is licensed to sell securities in New York. Richard is also registered as an Investment Advisor Representative in New York. Richard is a representative of PFS Investments Inc. who provides investment-related products, services and advice to individuals, businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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NY
08/03/2021 - Present
PFS Investments Inc. (MIDDLETOWN NY)
NY
08/12/2011 - 12/31/2013
PFS INVESTMENTS INC. (MIDDLETOWN NY)
BC
Issued 01/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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